POLEN CAPITAL MANAGEMENT LLC

Position in ASML — Asml Holding NV

CIK 1034524 Boca Raton, FL

Position in ASML

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$21,228,379

+$9,251,297 QoQ

Shares Held

16,072

+43.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

POLEN CAPITAL MANAGEMENT LLC holds $252,696,039 across 5 Semiconductor Equipment & Materials names. ASML ranks #2 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	1,054,495	$225,303,401
2	ASML	Asml Holding NV This page	16,072	$21,228,379
3	AEHR	Aehr Test Systems	79,396	$2,944,003
4	AXTI	Axt Inc	49,368	$2,812,988
5	VECO	Veeco Instruments Inc	12,028	$407,268

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$21,228,379	16,072	+43.6%	Shares	Sole	2026-05-14
2025-12-31	$11,977,082	11,195	-43.5%	Shares	Sole	2026-02-12
2025-09-30	$19,165,277	19,797	-55.5%	Shares	Sole	2025-11-12
2025-06-30	$35,681,889	44,525	-15.5%	Shares	Sole	2025-08-13
2025-03-31	$34,905,360	52,677	-15.2%	Shares	Sole	2025-05-12
2024-12-31	$43,068,684	62,141	-7.6%	Shares	Sole	2025-02-10
2024-09-30	$56,063,559	67,283	+31.8%	Shares	Sole	2025-02-10
2024-06-30	$52,228,775	51,068	-0.1%	Shares	Sole	2024-08-12
2024-03-31	$49,599,751	51,109	+7.0%	Shares	Sole	2024-05-10
2023-12-31	$36,162,609	47,776	-26.7%	Shares	Sole	2024-05-10
2023-09-30	$38,393,582	65,222	+2.1%	Shares	Sole	2023-11-13
2023-06-30	$46,285,434	63,864	-3.6%	Shares	Sole	2023-08-11
2023-03-31	$45,082,742	66,229	-3.7%	Shares	Sole	2023-05-11
2022-12-31	$37,562,268	68,745	-10.3%	Shares	Sole	2023-02-13
2022-09-30	$31,828,270	76,630	+4.2%	Shares	Sole	2022-11-04
2022-06-30	$34,989,077	73,525	-7.6%	Shares	Sole	2022-08-10
2022-03-31	$53,133,831	79,550	-1.5%	Shares	Sole	2022-05-12
2021-12-31	$64,304,227	80,770	+2.5%	Shares	Sole	2022-02-11
2021-09-30	$58,686,353	78,762	+78.0%	Shares	Sole	2021-11-10
2021-06-30	$30,569,670	44,250	—	Shares	Sole	2021-08-12
No filing history on record for this holder in this stock.